Constructing Your Plan

My husband, Tom, and I are building a new house. The last few months have been filled with decisions about plumbing fixtures, flooring and lighting. All of our choices have a huge impact on the finished product, but can feel like an annoying task I just want to check off my list. The whole process can seem overwhelming at times. This weekend it occurred to me that it is probably not much different than how many people feel going through the financial planning process – especially when they first become clients. I could have acted… [read more]
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Having All the Answers

I recently saw an ad that really helped me frame the difference between the traditional Wall Street approach to planning and the more holistic experience we feel best suits our clients here at TAAG. It was a television commercial for one of the nation’s largest brokerage firms essentially touting that they had the right answer for any question a client might present. That’s quite a claim. I understand their intent, but think starting from a benchmark where you must provide the one and only right answer presents a number of challenges, not the least of… [read more]
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Frustrations of a Fiduciary

What’s the best way to find a great restaurant? You ask friends for their recommendations, or you go to on-line resources like Yelp or Trip Advisor to read reviews of diners who post their opinions. Obtaining recommendations and unbiased feedback is even more important when you are trying to find an excellent attorney, CPA or financial advisor. The recommendation of a friend or other trusted advisor who knows and has used their services is a much more reliable resource than an advertisement. When we’re asked to recommend someone, we do our best to match the… [read more]
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